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GERALD R. WINNAN, M.D., P.A. CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameGERALD R. WINNAN, M.D., P.A. CASH BALANCE PENSION PLAN
Plan identification number 002

GERALD R. WINNAN, M.D., P.A. CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

FREDERICK GASTROENTEROLOGY ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:FREDERICK GASTROENTEROLOGY ASSOCIATES, INC.
Employer identification number (EIN):521306124
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GERALD R. WINNAN, M.D., P.A. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022008-01-01SEAN HUNT, M.D.

Plan Statistics for GERALD R. WINNAN, M.D., P.A. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for GERALD R. WINNAN, M.D., P.A. CASH BALANCE PENSION PLAN

Measure Date Value
2008: GERALD R. WINNAN, M.D., P.A. CASH BALANCE PENSION PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0121
Total number of active participants reported on line 7a of the Form 55002008-01-0121
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0121

Financial Data on GERALD R. WINNAN, M.D., P.A. CASH BALANCE PENSION PLAN

Measure Date Value
2008 : GERALD R. WINNAN, M.D., P.A. CASH BALANCE PENSION PLAN 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-61,377
Expenses. Total of all expenses incurred2008-12-31$2,477
Benefits paid (including direct rollovers)2008-12-31$0
Total plan assets at end of year2008-12-31$951,956
Total plan assets at beginning of year2008-12-31$1,015,810
Value of fidelity bond covering the plan2008-12-31$125,000
Total contributions received or receivable from participants2008-12-31$0
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-61,377
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$-63,854
Net plan assets at end of year (total assets less liabilities)2008-12-31$951,956
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$1,015,810
Total contributions received or receivable from employer(s)2008-12-31$0
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$2,477
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0

Form 5500 Responses for GERALD R. WINNAN, M.D., P.A. CASH BALANCE PENSION PLAN

2008: GERALD R. WINNAN, M.D., P.A. CASH BALANCE PENSION PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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